Wednesday, August 12, 2009

North American DSL and CMTS shipments recover

“Continuing demand for downstream capacity contributed to strong growth in downstream CMTS port shipments in North America. We estimate that for the first time ever, more than half of ports shipped were downstream ports,” said Ovum Analyst Kamalini Ganguly. “Arris topped the CMTS market in volume for the first time.

Alcatel-Lucent, which shipped 5.8 million DSL ports in 2Q09, remained in first place in the DSL market on a rolling 4Q volume basis with 32 percent share, followed by Huawei (28 percent), ZTE (16 percent), Nokia Siemens Networks (5 percent), Ericsson (5 percent), and UTStarcom (3 percent).

All the regions saw double-digit sequential growth in DSL shipments, with the exception of South and Central America. In the CMTS market, Cisco dropped to 50 percent rolling 4Q market share in terms of ports shipped, followed by Arris whose share jumped to 35 percent and Motorola whose share grew to 13 percent. Downstream ports contributed to more than 50 percent of CMTS ports shipped for the first time.